Speaking
Talks, panels, and podcasts
I speak to credit union boards, executive teams, and industry audiences. Usually about adopting AI without getting ahead of the controls that keep it safe, and about the platform work nobody wants to do first.
Topics I speak on
Governing AI in a cooperative institution
What actually goes into a governance program, and how to stand one up without stalling the work it governs.
From pilot to production
Why most financial services AI pilots never ship, and what has to change operationally to get one live.
The data foundation problem
AI finds every shortcut anyone ever took with your data. What to fix first, and what can wait.
Writing an AI policy you can actually enforce
What belongs in the policy, what belongs in system controls, and why building one without the other does not work.
Boards, examiners, and algorithmic risk
Explaining AI risk to the people who are accountable for it, in language they can act on.
Surviving a core conversion
Two core conversions and the years that followed. How to choose, how to cut over, and what nobody warns you about afterward.
Selected appearances
- PodcastTheOutlier Podcast
Augmented Reality, Data Analytics, and Smaller Branches: A Vision for Credit Unions
Where member experience is heading, why branches get smaller and smarter, and what credit unions need from their data before any of it works.
Booking
For conferences, board sessions, webinars, or podcasts, send me the date, who will be in the room, and what you want them to leave with. I will tell you straight if I am not the right person for it.